North Mississippi Health Services 403(B) Plan — Form 5500 plan (North Mississippi Health Services, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, North Mississippi Health Services 403(B) Plan is a benefit plan reported by North Mississippi Health Services, Inc. under EIN 64-0653269 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,496 participants and $389,928,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Mississippi Health Services, Inc.
- EIN
- 64-0653269
- Plan number
- 002
- Plan type
- 2
- Location
- Tupelo, MS
- Latest filing year
- 2023
- Participants
- 8,496
- End-of-year plan assets
- $389,928,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,496 | H, C | 20240729102508NAL0018671361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $389,928,695
- Net assets (EOY)
- $389,928,695
- Net assets (BOY)
- $340,097,920
Income & contributions
- Participant contributions
- $25,445,529
- Total contributions
- $27,033,519
- Total income / additions
- $75,160,664
Expenses & distributions
- Benefits paid
- $24,888,441
- Administrative expenses
- $359,223
- Total expenses
- $25,329,889
- Net increase / (decrease)
- $49,830,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | NONE | $364,152 | $0 | 2023 |
| Gerber/Taylor Associates, Inc. | NONE | $51,195 | $0 | 2023 |
| Forvis Mazars, Llp | NONE | $39,071 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Mississippi Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Tupelo, MS
- Lincoln National Corporation — Schedule C compensation
- Gerber/Taylor Associates, Inc. — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation